Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$311K in admin expenses, $384 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds hold $58.2M of the plan's $59.2M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| SLC Mgmnt Long Credit CIT O Manager not matched · Collective trust | $21.4M | 36.7% |
| SLC Mgmnt Interm Credit CIT O Manager not matched · Collective trust | $17.1M | 29.3% |
| SLC Mgmnt Long Strips CIT O Manager not matched · Collective trust | $7.0M | 12.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $3.3M | 5.6% |
| Fixed Income Insurance Contract Manager not matched · Insurance contract | $2.1M | 3.6% |
| Virtus Ceredex Large-Cap Value Equity Fund Virtus · Mutual fund | $1.5M | 2.6% |
| JP Morgan Large-Cap Growth A JPMorgan · Other | $1.4M | 2.4% |
| American Century Emerging Markets American Century · Other | $814K | 1.4% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $744K | 1.3% |
| Columbia Select MC Value Ist Ameriprise (Columbia Threadneedle) · Mutual fund | $529K | 0.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 5 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class A | $2.2M |
| DroppedEmerging Markets Fund I Class | $1.3M |
| DroppedJPMorgan Mid Cap Value Fund Class L | $740K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
6 more lines and 2 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $196,059 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 27 · EIN 92-1819393 Advisory (Plan) | $75,000 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 Advisory (Plan) | $21,276 |
HAM, LANGSTON & BREZINA, LLP3 years Service code 10 · EIN 76-0448495 Accounting | $18,305 |
SUN LIFE FINANCIAL6 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 · EIN 04-3401283 Advisory (Plan) | $0 |
BNY MELLON4 years Filed as: THE BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 Custodial (other than securities) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Seth Correia Manulife John Hancock Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed April 18, 2014 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
7 filings · 2019 to 2025